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CFA INSTITUTE

EIN: 54-1386480Charlottesville, VAZIP: 22902
501(c)(6)

Mission

SEE STATEMENT O

Financials

YearRevenueExpensesAssets
2023$462.9M$0$912.9M
2022$360.3M$0$774.5M

Compensation

2023

MARGARET FRANKLIN CFA
Pres & CEO & Resrch Fdn Bd Mem
chief executive officer
$703,250
$694,160
$15,705
$1,456,005
NICK POLLARD END 92023
Managing Director
former officer/director/trustee
$289,169
$132,097
$262,697
$738,627
MARTIN COLBURN
Managing Director
key employee
$341,667
$241,260
$19,763
$651,536
STEVEN HENDRY
Chief Financial Officer
chief financial officer
$339,167
$241,260
$3,315
$650,416
SHERI KELLY
Managing Director
key employee
$353,333
$218,900
$4,597
$634,462
PAUL ANDREWS
Managing Director
key employee
$352,500
$183,900
$10,694
$604,790
CHRIS WIESE
Managing Director
key employee
$311,667
$222,232
$4,040
$604,411
KURT SCHACHT CFA END 122022
Senior Head Adv
former officer/director/trustee
$165,194
$111,240
$281,391
$574,941
PAUL MOODY
Managing Director
key employee
$334,408
$191,552
$34,859
$564,186
CAROLE CRAWFORD END 72023
Managing Director
highest compensated employee
$163,497
$170,879
$182,252
$561,457
ANDREW ROME
Managing Director
key employee
$302,500
$175,246
$2,947
$538,666
MIKE PETERSON
Chief Technology Officer
highest compensated employee
$300,619
$99,869
$11,813
$471,184
SANDY PETERS
Senior Head, Fin. Rpt Policy
highest compensated employee
$304,002
$93,098
$5,469
$461,362
VITO LORE
Senior Head, Strategy & Plan.
highest compensated employee
$291,417
$98,964
$2,962
$457,062
LEILANI HALL END 52024
Senior Head, Codes and Stand.
former officer/director/trustee
$301,740
$95,683
$9,212
$454,053
ANNE O'BRIEN
Chief of Staff
highest compensated employee
$276,762
$96,475
$6,620
$437,083
JOE LANGE
Corporate Secretary
secretary (operational)
$177,077
$46,385
$3,349
$279,062
PUNITA KUMAR-SINHA CFA
Board Member
board member
$0
$0
$0
$8,295
GEOFFREY NG CFA
Board Member
board member
$0
$0
$0
$7,561
JOANNE HILL PHD
Board Member
board member
$0
$0
$0
$0
MARK LAZBERGER CFA
Bog Chair
board chair
$0
$0
$0
$0
HEINZ HOCKMANN PHD
Bog Vice Chair
board chair
$0
$0
$0
$0
TRICIA ROTHSCHILD CFA
Board Member
board member
$0
$0
$0
$0
MARIA WILTON CFA
Board Member
board member
$0
$0
$0
$0
MARSHALL BAILEY CFA
Board Member
board member
$0
$0
$0
$0
ALEXANDER BIRKIN
Board Member
board member
$0
$0
$0
$0
PAMELA YANG CFA
Board Member
board member
$0
$0
$0
$0
OYEBANJI FEHINTOLA CFA
Board Member
board member
$0
$0
$0
$0
MEI GAO CFA
Board Member
board member
$0
$0
$0
$0
YIMEI LI CFA
Board Member
board member
$0
$0
$0
$0

2022

MARGARET FRANKLIN CFA
Pres & CEO & Resrch Fdn Bd Mem
chief executive officer
$658,000
$570,400
$30,021
$1,305,592
MARTIN COLBURN
Managing Director
key employee
$330,000
$228,300
$18,856
$626,727
SHERI KELLY
Managing Director
key employee
$350,000
$205,364
$4,788
$617,744
PAUL ANDREWS
Managing Director
key employee
$350,000
$187,200
$10,846
$606,615
MICHAEL COLLINS EXIT 62022
Managing Director
key employee
$139,110
$214,816
$193,589
$598,588
STEVEN HENDRY
Chief Financial Officer
chief financial officer
$330,000
$198,000
$3,455
$597,099
NICK POLLARD
Managing Director
former officer/director/trustee
$350,430
$132,063
$35,324
$593,374
BARBARA PETITT EXIT 22023
Managing Director
key employee
$276,474
$190,215
$50,211
$581,572
CHRIS WIESE
Managing Director
key employee
$301,516
$161,752
$3,293
$530,945
CAROLE CRAWFORD EXIT 72023
Managing Director
highest compensated employee
$305,662
$152,500
$6,609
$513,867
HEIDI DIEDRICH EXIT 82022
Senior Head, Global B2c
highest compensated employee
$150,552
$93,817
$208,918
$500,947
SANDY PETERS
Senior Head, Fin. Rpt Policy
highest compensated employee
$302,750
$107,784
$4,970
$473,877
LEILANI HALL
Senior Head, Codes and Stand.
former officer/director/trustee
$301,740
$108,583
$9,411
$468,238
PAUL MOODY
Managing Director
key employee
$280,894
$173,039
$7,362
$466,686
MIKE PETERSON
Chief Techology Officer
highest compensated employee
$292,415
$103,341
$11,660
$464,741
VITO LORE
Senior Head, Strategy & Plan.
highest compensated employee
$289,700
$98,354
$3,149
$455,372
ANDREW ROME
Managing Director
key employee
$257,007
$83,378
$2,207
$399,082
KURT SCHACHT CFA EXIT 122022
Senior Head Adv
former officer/director/trustee
$230,104
$64,293
$9,013
$364,365
CHRIS AINSWORTH EXIT 62022
Managing Director
key employee
$156,439
$27,850
$61,031
$285,444
JOE LANGE
Corporate Secretary
secretary (operational)
$169,507
$37,868
$2,702
$258,371
PEG JOBST EXIT 42022
Managing Director
key employee
$110,000
$29,536
$50,889
$218,682
YIMEI LI CFA
Board Member
board member
$0
$0
$0
$0
MARIA WILTON CFA
Board Member
board member
$0
$0
$0
$0
ALEXANDER BIRKIN
Board Member
board member
$0
$0
$0
$0
JOANNE HILL PHD
Board Member
board member
$0
$0
$0
$0
MEI GAO CFA
Board Member
board member
$0
$0
$0
$0
PUNITA KUMAR-SINHA CFA
Board Member
board member
$0
$0
$0
$0
TRICIA ROTHSCHILD CFA
Bog Vice Chair
board chair
$0
$0
$0
$0
MARK LAZBERGER CFA
Bog Chair
board chair
$0
$0
$0
$0
DANIEL FASCIANO CFA
Board Member
board member
$0
$0
$0
$0
GEOFFREY NG CFA
Board Member
board member
$0
$0
$0
$0
BAILEY MARSHALL CFA
Board Member
board member
$0
$0
$0
$0
OYEBANJI FEHINTOLA CFA
Board Member
board member
$0
$0
$0
$0
HEINZ HOCKMANN PHD
Board Member
board member
$0
$0
$0
$0

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